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Save Versions

You can create a draft version of a document for backup. The Save Version option is available for draft documents and rework versions that have not yet been published.

To create a new version of a draft document

  1. On the Document List page, open a draft document to edit, and select Edit from the shortcut menu.

    The Update Document page appears.

  2. Complete or change the fields on the various tabs as appropriate.
  3. Click Save Version.

    The Create New Version page appears.

  4. (Required) Add a comment in the Comment field.
  5. Click Save.

    The draft version displays on the Versions tab.